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High Net Worth Client Representative Jobs (NOW HIRING)

Bennett Thrasher LLP

Tax Associate (High-net-worth)

Denver, CO · On-site

$60K - $80K/yr

Our personal financial services/high net worth tax practice provides specialized tax solutions for ... Maintain and organize client files in accordance with firm standards * Develop effective working ...

Mercer France

High Net Worth Account Manager

Miami, FL · On-site

... client facing meetings. As an Account Manager on the High Net Worth team, you'll * Inform, educate, and make recommendations to clients, carrier representatives, and underwriters; Develop new ...

Oliver Wyman

High Net Worth Account Manager

... client facing meetings. As an Account Manager on the High Net Worth team, you'll * Inform, educate, and make recommendations to clients, carrier representatives, and underwriters; Develop new ...

Marsh LLC

High Net Worth Account Manager

Miami, FL · On-site

... client facing meetings. As an Account Manager on the High Net Worth team, you'll * Inform, educate, and make recommendations to clients, carrier representatives, and underwriters; Develop new ...

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How much do high net worth client representative jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for high net worth client representative in the United States is $53.73, according to ZipRecruiter salary data. Most workers in this role earn between $46.39 and $61.30 per hour, depending on experience, location, and employer.

What is a high net worth client representative?

A High Net Worth Client Representative is a financial professional who specializes in managing relationships with clients who have substantial assets, often defined as individuals with at least $1 million in liquid financial assets. They provide personalized financial services, including investment advice, wealth management, tax planning, and estate planning, tailored to the unique needs of affluent clients. Their goal is to help clients grow, protect, and transfer their wealth efficiently, often coordinating with other specialists such as tax advisors and estate attorneys. High Net Worth Client Representatives often work for banks, investment firms, or private wealth management companies.

How does a high net worth client representative typically collaborate with other departments to meet client needs?

As a High Net Worth Client Representative, you will regularly collaborate with specialists across departments such as investment management, tax advisory, and estate planning to deliver tailored solutions for clients. This cross-functional teamwork is essential to address the complex financial goals and unique needs of high net worth individuals. You may participate in joint meetings, coordinate with legal and compliance teams, and share information with portfolio managers to ensure seamless service delivery. Effective communication and relationship-building skills are key to navigating this collaborative environment and providing exceptional client experiences.

What are the key skills and qualifications needed to thrive as a high net worth client representative, and why are they important?

To thrive as a High Net Worth Client Representative, you need in-depth financial knowledge, experience in wealth management, and typically a bachelor's degree in finance or a related field, often supported by certifications like the CFP or Series 7/63 licenses. Proficiency with CRM software, portfolio management platforms, and financial planning tools is crucial. Outstanding interpersonal skills, discretion, and proactive problem-solving help build trust and foster long-term client relationships. These skills are vital for delivering tailored financial solutions and maintaining the confidence of sophisticated clients with complex financial needs.

What are popular job titles related to High Net Worth Client Representative jobs?

For High Net Worth Client Representative jobs, the most frequently searched job titles are:

High Net Worth Client Representative jobs near you
Infographic showing various High Net Worth Client Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $111,761 per year, or $53.7 per hour.

Tax Associate (High-net-worth)

Denver, CO • On-site

Bennett Thrasher LLP
Accounting Services • 201 - 500 employees
Learn more about Bennett Thrasher LLPexternal

$60K - $80K/yr

Full-time

Re-posted 27 days ago

Job description

Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for our expertise in serving ultra-high-net-worth individuals and families. Our personal financial services/high net worth tax practice provides specialized tax solutions for ultra-high net worth individuals and families to help them navigate complex tax landscapes, build and preserve their wealth.
Position OverviewAs a tax associate on our personal financial services/high-net-worth team, you will work as part of a team and utilize resources to add value to clients and assist with all stages of the preparation process for tax compliance engagements.
Key Responsibilities
  • Participate in the preparation of individual tax returns for high-net-worth clientele and utilize feedback to ensure accuracy and efficiency
  • Prepare income tax projections and estimate calculations for clients
  • Conduct research, analysis, development and summarization of financial information
  • Analyze accounting records, financial statements or other financial reports to assess accuracy, completeness and conformance to reporting and procedural standards
  • Maintain and organize client files in accordance with firm standards
  • Develop effective working relationships with clients and firm associates
  • Engages in professional communication with clients under supervision of Managers and Seniors
  • Communicate with the IRS and other state authorities in a professional manner when applicable
  • Supports Interns in professional development
  • Maintain open communication with management regarding the progress of completion on projects
  • Use critical thinking to investigate client financials and fix any discrepancies
  • Participate actively in training and developmental opportunities

Qualifications And Requirements
  • Bachelor's in accounting; Master's preferred (150 hour requirement threshold should be satisfied or a specific plan in place)
  • One busy season of tax experience, preferably with exposure to high-net-worth individual returns
  • Actively studying and preparing for the CPA certification if not already obtained
  • Strong commitment to professional and client service excellence
  • Proven time management, organizational and prioritization skills

Why Join Bennett Thrasher?
Bennett Thrasher is more than just a workplace-we foster a community of respect, innovation, and collaboration. We believe in empowering our associates to lead and grow while contributing to meaningful projects that impact both our clients and communities.
The base salary range for this position in Denver, CO only is between $65,000 to $80,000. Bennett Thrasher is accepting applications on an ongoing basis.
As an Equal Opportunity Employer, we value diversity and encourage applications from all qualified candidates, regardless of race, color, religion, national origin, gender identity, sexual orientation, or any other legally protected status. We are committed to building a workforce that reflects our values of inclusion and respect.
Ready to take the next step? Let's connect and discuss how you can thrive at Bennett Thrasher.
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Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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